Six Dimensions of Wealth: Leaving the Fullest Value of Your Wealth to Your Heirs

Six Dimensions of Wealth: Leaving the Fullest Value of Your Wealth to Your Heirs

This article explores six forms of wealth that families can pass on to their heirs: spiritual, financial, human, family, structural and societal capital. It defines the practices that add value to each dimension and how financial planners can help family members add to their pool of family capital.

Talking it Through

Talking it Through

A guide to conducting effective multi-generational family meetings about business and wealth.

Family Conflict: Keep Out of the Ring

Family Conflict: Keep Out of the Ring

Family conflict can spiral out of control and before you know it there are legal advisors involved benefiting neither family nor business. Dennis Jaffe explains the alternative ways of resolving conflict before it reaches to the boxing ring stage.
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